Wealth Management Providers
Explore professional profiles.
Search by name, location, firm, or practice focus. Historical records and researched profiles are clearly labeled.
| Professional | Firm & role | Office | Focus | Shortlist |
|---|---|---|---|---|
 | Cerity PartnersPartner | San FranciscoCalifornia | Multigenerational wealth | |
 | Brighton JonesAssociate Advisor | San FranciscoCalifornia | Financial planning | |
 | Brighton JonesLead Advisor | Los AngelesCalifornia | Comprehensive financial planning | |
 | EP Wealth AdvisorsVice President, Advisor | TorranceCalifornia | Cash-flow planning | |
 | MarinerManaging Director & Senior Wealth Advisor | PleasantonCalifornia | Wealth management | |
 | WealthspireManaging Director, Bay Area Office Lead | San RafaelCalifornia | Business owners | |
 | Hightower AdvisorsWealth Advisor, Director | AlamoCalifornia | Financial planning | |
 | EP Wealth AdvisorsCo-founder and Managing Director | TorranceCalifornia | Business owner planning | |
 | Savant Wealth ManagementManaging Partner / Financial Advisor / Member Owner | Los GatosCalifornia | Equity compensation | |
 | EP Wealth AdvisorsSenior Vice President, Advisor, Partner | TorranceCalifornia | Retirement planning | |
 | EP Wealth AdvisorsCo-founder and Managing Director | TorranceCalifornia | Business owner planning | |
 | EP Wealth AdvisorsVice President, Advisor | TorranceCalifornia | Investment management |
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